KJWM
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Kiley Juergens Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Kiley Juergens Wealth Management’s Portfolio MLM Stock Details MLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-57
Closed -$10K – 414
2018
Q3 		$10K Hold
57
– – 0.01% 468
2018
Q2 		$12K Buy
+57
New +$12.2K 0.01% 411
2018
Q1 		– Sell
-57
Closed -$12K – 403
2017
Q4 		$12K Buy
+57
New +$11.9K 0.01% 436

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kiley Juergens Wealth Management's MLM Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Martin Marietta Materials (MLM) in Q4 2018, closing a stake of 57 shares — an estimated $10K sold.

Kiley Juergens Wealth Management first reported a position in MLM in Q4 2017 and held it in 3 quarters. The position peaked at $12K in Q2 2018. 547 funds tracked by Wall St. Rank hold MLM as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Martin Marietta Materials position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 57 Martin Marietta Materials shares in Q4 2018, an estimated $10K.
  • Kiley Juergens Wealth Management first reported a position in Martin Marietta Materials in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Martin Marietta Materials position peaked at $12K in Q2 2018.
  • 547 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.